Dell Technologies

Dell Technologies, Inc. is a holding company, which engages in the provision of information technology hardware, software, and service solutions through its subsidiaries. It operates through the following segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware. The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment consists of sales to commercial and consumer customers of desktops, thin client products, and notebooks. The VMware segment provides compute, cloud management, networking and security, storage and availability, and other end-user computing offerings. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Earnings data Q4 2025

Dell reports resilient Q1 performance and focuses on cloud growth

Dell's Q1 performance showcased resilience in the face of challenges, with strong revenue, gross margins, and cash flow. The company's focus on innovation and cost management positions it well for future growth, despite softness in certain segments. Dell remains optimistic about opportunities in cloud services and expects improvement in demand as the year progresses.

Dell reports strong Q2 earnings, raises FY '24 revenue expectations

The earnings call provided insights into Dell's performance, market dynamics, and strategic focus on AI, storage, and capital allocation. The company's growth opportunities were discussed, along with its pricing discipline and focus on core profit pools across the market.

Dell reports solid Q3 performance, eyes growth in fiscal '25

Dell's Q3 performance was solid, driven by strong cash flow and AI-optimized server demand. While facing challenges in CSG revenue and ISG margin rates, the company is focused on capital return and anticipates growth opportunities in fiscal year '25.

Dell reports record FY '23 revenue and EPS, anticipates challenging FY '24 start

Dell Technologies delivered strong financial performance in FY '23, with record revenue and EPS. While facing challenges in Q4 and expecting a tough start to FY '24, Dell remains confident in its long-term market health. The company is focused on cost controls, innovation, and gaining share in core business segments.

Dell Technologies Q1 earnings resilient amidst soft storage demand

Dell Technologies navigated a challenging demand environment with a focus on cost management and innovation. While facing margin pressure from soft storage demand, the company aims for sequential growth and margin improvement. Share repurchases exceeded targets, and leadership changes were announced.

Dell Technologies surpasses Q2 expectations, eyes AI growth opportunities

Dell Technologies exceeded Q2 expectations with strong financial performance driven by AI solutions and robust server demand. Despite market challenges, Dell remains optimistic about growth in premium PC segments and opportunities in AI innovation. The company's strategic focus on AI, cost efficiency, and pricing discipline positions it well for future success.

Dell Technologies reports solid Q3 earnings amidst AI growth

Dell Technologies delivered strong financial results in Q3, with revenue of $22.3 billion and a focus on profit and cash flow amidst operational challenges.
The company showcased strengths in margin management, product mix optimization, and growth in key segments like AI-optimized servers and data protection.
While facing challenges such as supply chain constraints and margin pressures, Dell is well-positioned to capitalize on opportunities in AI, networking, and storage markets.
With a strategic focus on profitable growth, capital returns to shareholders, and market expansion, Dell aims to return to growth in FY '25 above its long-term financial framework.

Dell Technologies reports strong Q4 earnings, eyes AI growth

Dell Technologies is well-positioned for growth, with a focus on operational excellence and profitability. The company anticipates growth in ISG fueled by AI and modest growth in traditional servers. Dell's commitment to returning value to shareholders and optimism for the future highlight a positive outlook.

Dell Technologies reports strong Q1 earnings, eyes AI growth

Dell Technologies delivered a solid performance in Q1 with revenue growth driven by servers and commercial PCs. The company showcased strength in AI innovation and storage solutions.
Challenges lie in margin pressure from inflationary costs and increased server mix. However, opportunities in AI growth, commercial clients, and storage revenue improvement are on the horizon.
Overall, Dell's financial position remains robust, with positive guidance for FY '25 revenue and a focus on accelerating AI adoption. The company's engineering expertise and innovation momentum are key strengths.

Dell reports robust Q2 earnings, eyes AI opportunities for growth

Dell Technologies delivered a strong Q2 performance with revenue up 9% to $25 billion, driven by record servers and networking business.
Despite challenges in gross margin and storage revenue, the company's focus on AI, customer-centric approach, and cost management present opportunities for future growth.
Optimism surrounds AI and IT hardware refresh cycle, positioning Dell to leverage strengths, drive innovation, and capitalize on emerging market trends.
Transition in Investor Relations leadership and financial stability underscore Dell's commitment to adaptability and growth amidst evolving market dynamics.

Dell reports robust Q3 earnings, eyes AI and storage growth

Dell Technologies delivered a strong Q3 performance with revenue growth, improved EPS, and strong cash flow, underpinned by AI server momentum and product innovation.
While facing challenges in consumer demand and financial services, Dell's resilient supply chain and sustained server growth position it well for future opportunities.
With a focus on AI, storage, and server segments, Dell is poised for continued growth in fiscal year 2026, leveraging market trends and technological advancements.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell has generated big gains since its return to the public markets in 2018. But it's still a slow-growth business that returns most of its cash to investors.

Will Dell Technologies Be a Trillion-Dollar Stock by 2040?

Dell Technologies returned to the S&P 500 Index, but the stock remains undervalued after a significant dip post-Q1 FY2025 earnings miss. Recent Q2 FY2025 results exceeded expectations, with $25 billion revenue and $1.89 EPS, showing strong growth and improved supply availability. Dell's ISG growth is expected to increase due to a higher revenue share, indicating rapid earnings growth and a reasonable price for investors to buy DELL stock.

Dell Technologies: Time To Load Up

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Here's Why Dell Technologies (DELL) is a Strong Momentum Stock

News summary  Dell AI for Telecom program simplifies and accelerates AI deployments for communications service providers Dell extends collaboration with NVIDIA to transform telecom network operations with AI solutions, built on the Dell AI Factory with NVIDIA Dell collaborates with Lintasarta and SK Telecom to speed telecommunications AI adoption and innovation ROUND ROCK, Texas , Sept. 25, 2024 /PRNewswire/ -- Full story Dell Technologies (NYSE: DELL) today announced Dell AI for Telecom, a program designed to simplify and accelerate AI deployments for communications service providers (CSPs).

Dell Technologies Propels Telecommunications into the AI Era

Dell Technologies (NYSE:DELL) rejoined the S&P 500 Index on September 24, marking its return after an 11-year absence since going private in 2013. This milestone aligns with the company's 40th anniversary, underscoring its sustained leadership in PCs, data center infrastructure, software, and services.

Will Dell's reentry into S&P 500 after 11 years push its stock higher?

ROUND ROCK, Texas , Sept. 24, 2024 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces it is listed on the S&P 500 Index as the company helps organizations take full advantage of enterprise AI adoption, extend its leadership, and capture new growth in the AI era.

Dell Technologies Relisted on the S&P 500 Index

Palantir Technologies

Palantir Technologies (PLTR) and Dell Technologies (DELL) moved in different directions Monday as they joined the benchmark S&P 500 Index. Shares of Palantir rose, while Dell's edged lower.

Palantir Stock Rises, Dell Shares Fall After Joining S&P 500 Index

Life Time Group Holdings

iStar Inc

Townsquare Media

Although Michael Dell is best known for being founder, chairman, and CEO of Dell Technologies (NYSE: DELL), the billionaire is also a big investor.

Michael Dell Bets Big as He Puts 100% of His Money in Only 3 Stocks

Erie Indemnity

The S&P 500 gets three new members Monday, with Palantir Technologies (PLTR), Dell Technologies (DELL) and Erie Indemnity (ERIE) set to join the benchmark index.

Palantir and Dell Are Set to Join the S&P 500 Monday. Here's What That Means.

Palantir Technologies PLTR and Dell Technologies DELL will be added to the S&P 500 Index on Friday, as part of a rebalancing that happens once a quarter.

Palantir, Dell To Join S&P 500 Friday: Here's How Tesla Stock Has Performed Since Its Addition In 2020

QUALCOMM

Though Nvidia has been growing at a tremendous pace, investors may be looking for alternative ways to capitalize on the growing adoption of AI. These two companies are on track to take advantage of lucrative AI-focused markets that could help them clock stronger growth and deliver more upside.

Forget Nvidia: 2 Artificial Intelligence (AI) Stocks to Buy Now

Super Micro Computer

Dell Technologies (DELL) and Super Micro Computer (SMCI), or Supermicro, stand to benefit from soaring demand for generative artificial intelligence (AI) servers, according to Mizuho analysts.

Here's How Mizuho Analysts See the AI Opportunity for Two Tech Stocks

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

This Dell Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Tuesday

Analyst Vijay Rakesh initiated coverage of Dell with an Outperform rating and a $135 price target.

Buy Dell, but Wait on Super Micro Computer, Analyst Says. Here's Why.

Dell stock has outperformed Super Micro stock recently, closing the valuation bifurcation between them. Dell's diversified ISG portfolio potentially helps to mitigate margin pressure in AI-optimized servers, underscoring its diversification. Dell benefits from core server refresh cycles and increased AI adoption, bolstering investor sentiments about its growth prospects.

Dell: AI Growth Inflection Is Just Beginning

Advanced Micro Devices

Broadcom

Alphabet

Microsoft

Micron Technology

NVIDIA

Artificial-intelligence-focused chip makers are expected to grow briskly. But artificial intelligence requires servers, memory, and more -- so consider other stocks, too.

10 Artificial Intelligence Stocks That Could Make You a Millionaire

Netflix

Skyworks Solutions

Warner Bros Discovery Inc

The Nasdaq 100 closed higher by around 0.5% during Friday's session. Investors, meanwhile, focused on some notable insider trades.

Netflix, Dell And 2 Other Stocks Executives Are Selling

The strong demand for AI chips helped Nvidia raise its quarterly dividend by 150%. Investors can cash in on surging demand for AI servers with Dell stock, which also pays an above-average dividend yield of 1.68%.

3 Dividend-Paying AI Stocks to Buy Now

Big market-cap stocks like Workday and Apollo Global Management top the list of possible admissions. Coinbase Global, Trade Desk, and Ferguson Enterprises have a shot too.

Which Stocks May Join the S&P 500? Start with Size and Profitability.

Though Nvidia's stock price has retreated from its recent highs, its valuation remains pricey. Dell has been generating strong results of late, and its growth rate could accelerate in the near future.

Forget Nvidia: This Could Be a Better Artificial Intelligence Stock to Buy Right Now

Dell Technologies Inc. remains a strong investment due to its positioning in the growing AI market and upcoming PC refresh cycle. Positive news and analyst ratings, coupled with Dell's focus on AI and efficiency, suggest significant undervaluation and potential for growth. Dell's Q3 and Q4 outlooks are promising, with expected revenue growth driven by AI server demand and potential Nvidia Blackwell shipments.

Dell Technologies Stock Is A Buy Despite Margin Concerns

Dell plans further workforce cuts and limits external hiring through February 2025. Dell is taking measures to minimize spending and to adapt to an AI world.

Dell's job cuts aren't over yet

Bank of America

The Nasdaq 100 closed higher by over 150 points during Tuesday's session. Investors, meanwhile, focused on some notable insider trades.

Nvidia, Alphabet And 2 Other Stocks Executives Are Selling

Dell Technologies Inc. (NYSE:DELL ) Goldman Sachs Communacopia + Technology Conference September 10, 2024 6:45 PM ET Company Participants Jeff Clarke - Vice Chairman and Chief Operating Officer Conference Call Participants Mike Ng - Goldman Sachs Mike Ng Great. Thank you, everybody, for joining the session.

Dell Technologies Inc. (DELL) Goldman Sachs Communacopia + Technology Conference (Transcript)

Dell Technologies' stock has rebounded from its recent low, driven by strong earnings and AI enterprise growth, making it a solid investment. Dell's re-entry into the S&P 500 and robust sales growth position it for multiple expansion and a higher stock price. Dell's forward P/E ratio is undervalued at below 12, with the potential to reach 15-17, implying a stock price of $150-$170.

News for Dell Technologies Stock (DELL)